Free Upgrades & Additions, 200+ Project Management Templates

Senior IT Project Manager Mark Whitfield provides a comprehensive bundle of over 200 fully editable project management delivery templates designed to bridge the operational gap between structured Waterfall governance (such as PRINCE2) and iterative Agile Scrum frameworks.

These premium assets are tailored specifically for end-to-end Systems Development Life Cycle (SDLC) and digital program delivery.

Free Upgrades & Additions - 200+ Project Management Templates
Free Upgrades & Additions, 200+ Project Management Templates

The detailed breakdown of his delivery templates by core operational category and Microsoft Office file format is structured below:

1. Project Planning, Timelines & Lifecycles

Built to establish core baselines, map dependencies, and manage multi-layered scheduling depending on whether you require micro-level tracking or high-level stakeholder summaries.

  • Microsoft Project (.mpp)
    • Detailed SDLC Master Schedules: Pre-configured task blocks mapped directly to software development lifecycles and structured delivery phases.
    • PRINCE2 7th Edition Master Plans: Governance-aligned scheduling conforming to updated PRINCE2 framework principles.
  • Microsoft Excel (.xlsx)
    • Detailed PRINCE2 Waterfall Project Planners: Complete with built-in Gantt Views and dynamic Chart Tab Views for environments operating without dedicated Microsoft Project licenses.
    • Plan on a Page (POaP) Planners: Visual, high-level Gantt chart timeline sheets mapped concurrently with Agile Sprint blocks for macro roadmapping.
    • Critical Path Analysis (CPA) Templates: Structural task matrix logs mapping sequential, dependent activities to isolate critical delivery paths.
    • End-to-End Task Trackers: Pre-loaded reference tasks outlining standard Waterfall/PRINCE2 activities or software implementation steps to accelerate data entry.
  • Microsoft PowerPoint (.pptx)
    • Executive Plan on a Page (POaP) Decks: Over 30 layout variations of visual, timeline-driven slide templates to convey delivery milestones to executives and steer boards.

2. Risk, Governance & Issue Tracking (RAIDs)

Extensive frameworks engineered to operationalise PMO toolkits, manage scope creep, and streamline daily item control.

  • Microsoft Excel (.xlsx)
    • Comprehensive RAID Logs: Multi-tab, macro-enabled workbooks containing analytical dashboards, visual charts, and independent registers for Risks, Actions, Issues, and Dependencies.
    • Extended Programme Tracker Logs: Advanced variations that scale the primary RAID format to support multiple concurrent project “waves” or vendor contracts.
    • Change Request & Variation Registers: Specialized audit logs designed within the RAIDs ecosystem to track contract management deviations, commercial modifications, and out-of-scope (OOS) tasks.
    • RACI Matrices: Role responsibility alignment charts assigning ownership (Responsible, Accountable, Consulted, Informed) across milestones.

3. Financial & Resource Management

Analytical modeling assets structured for project resource profiling and commercial calculations across varying delivery gates.

  • Microsoft Excel (.xlsx)
    • Resource Costing & Bidding Grids: Highly itemised estimation calculators tracking forecast vs. actual costs across specific implementation phases.
    • Financial Tracking Ecosystems: Budget matrices integrating automated calculations for financial Forecasts, Actuals, Variance, and baseline charting.
    • Leave & Absence Trackers: Supporting management tabs detailing annual, sickness, and training leave to maintain accurate capacity models.

4. Agile & Iterative Delivery Worksheets

Operational sheets engineered to handle velocity tracking, sprint mechanics, and cross-team dependencies where pure-play Agile software is unavailable.

  • Microsoft Excel (.xlsx)
    • Sprint Burn-Down & Burn-Up Trackers: Highly visual tracking tables generating dynamic vector graphs to map remaining effort and velocity over 2-week sprint increments.
    • Client Blocked Story/Task Trackers: Dedicated impediment logs specifically formatted to record third-party blockers or heavy cross-team external dependencies.
    • Sprint Planning & Retrospective Kits: Organized workflow blocks to guide daily stand-ups, technical alignments, and backlog grooming data.

5. Communications, Onboarding & Reporting

Streamlined collateral designed to standardize stakeholder updates, capture technical feedback, and accelerate team ramp-up times.

  • Microsoft PowerPoint (.pptx)
    • Weekly & Monthly Project Status Reports: Pre-formatted slide layouts optimized for clean external and internal stakeholder status visualization.
    • Programme Mobilisation Onboarding Kits: Complete team frameworks incorporating editable organizational charts, access directories, and governance hierarchies.
    • Stakeholder Analysis Plans: Power/Interest mapping tools showcasing visual quadrant charts (Involve, Inform, Consult, Monitor).
  • Microsoft Word (.docx)
    • Standard PM Walkthrough Documentation: Comprehensive instructional guides detailing how to extract, deploy, and tailor the contents of the overarching delivery bundle.
    • PRINCE2 Management Artifacts: Complete suites of standard document templates matching formal PRINCE2 product descriptions (e.g., Project Briefs, Stage Plans).
    • Operational Runbooks & Minutes: Hour-by-hour cutover deployment scripts for technical launch windows, design board alignment templates, and structured Meeting Minutes logs.

Note: All of these resources are natively accessible and editable using standard desktop office configurations. To download the complete file bundle or read structural deep dives, you can explore the Mark Whitfield Project Management Portal or review the verified bundle listings directly on his ProjectTemplatesSoft Etsy Shop.

Free Upgrades & Additions, 200+ Project Management Templates above

Free Additions & Upgrades - 200+ Project Management Templates
Free Additions & Upgrades, 200+ Project Management Templates

IT Project Management toolkits feature over 200 tailored, editable Microsoft Office templates

The IT Project Management (PM) toolkits created by Mark Whitfield feature over 200 tailored, editable Microsoft Office templates designed to structure, track, and report on software delivery lifecycles (SDLC), bridging Agile sprint execution and structured governance frameworks like PRINCE2 and Waterfall.

Project Management toolkits feature over 200 tailored, editable MS Office templates
MS Excel Project & Budget Tracker Example

Below is the structured breakdown of the primary templates categorized by their project purpose, function, and file format.


📅 Project Planning & Scheduling

  • Category: Project Planning | Templates: Detailed SDLC Project Plan (.mpp/.xlsx) & Plan on a Page (POaP) (.pptx/.xlsx) | Description: These tools cover stage-gate structures, resource scheduling, and visual executive updates for software projects.

⚠️ Risk, Governance & Tracking

  • Category: Risk & Issue Management | Template: Comprehensive RAIDs Log (.xlsx) | Description: A multi-tab workbook to track Risks, Actions, Issues, Opportunities, Dependencies, and Lessons Learned.
  • Category: Governance | Templates: RACI Tracker & Change Request Log (.xlsx) | Description: Tools to define roles/responsibilities and manage project scope modifications.

💰 Financial & Resource Management

  • Category: Project Finances | Template: Project Financial Tracker (.xlsx) | Description: Monitors forecasted vs. actual costs, variances, and expenses.
  • Category: Resource Management | Template: Resource & Leave Tracker (.xlsx) | Description: Tracks team availability, capacity, and absences.

🏃 Agile Delivery

  • Category: Agile Scrum | Templates: Burn Down/Up Charts & Story Dependency Tracker (.xlsx) | Description: Provides metric-driven velocity tracking and dependency mapping between stories or external suppliers.

📊 Communications & Stakeholders

  • Category: Stakeholder Management | Template: Stakeholder Analysis Plan (.xlsx) | Description: Maps influence vs. impact to plan communication needs.
  • Category: Project Communications | Templates: Status Report & Kick-Off Deck (.docx/.pptx) | Description: Standardized templates for project updates and project launches.

IT PM toolkits feature over 200 tailored, editable Microsoft Office templates

UK, Paying back your university student loan after course completion

In the UK, you do not need to take manual steps to start paying back your university student loan, as repayments are deducted automatically through the tax system once you graduate and earn above a specific salary threshold.

Here is a summary of the exact steps, thresholds, and your repayment options.

4 Simple Steps to Post-Course Repayments

  1. Wait for eligibility: You become eligible to start repaying in the first April after you finish or leave your course.
  2. Deduction via employment: If you are traditionally employed, HM Revenue and Customs (HMRC) will automatically inform your employer to deduct 9% of everything you earn above your plan’s threshold from your payslip.
  3. Deduction via self-employment: If you are self-employed, you must calculate and pay your student loan repayment manually through your annual Self Assessment tax return.
  4. Notify when leaving the UK: If you move abroad for more than three months, you must update your employment details directly with the Student Loans Company (SLC) to set up direct repayments, otherwise you will incur financial arrears.

Repayment Plan Thresholds Summary (Undergraduate)

You only pay 9% of your income that goes over the threshold. If your income drops below this number, your repayments stop automatically.

  • Plan 1 (Started course before Sept 2012, or Northern Ireland): Repayments trigger when earning over £26,900 a year (£2,241 a month).
  • Plan 2 (Started course between Sept 2012 and July 2023 in England, or all Wales): Repayments trigger when earning over £27,295 a year (£2,274 a month).
  • Plan 4 (Scotland): Repayments trigger when earning over £31,395 a year (£2,616 a month).
  • Plan 5 (Started course from Sept 2023 onwards in England): Repayments trigger when earning over £25,000 a year (£2,083 a month).
  • Postgraduate Loan (England & Wales): Repayments are 6% on earnings over £21,000 a year (£1,750 a month).

Extra Payment Options

  • Voluntary Overpayments: You can log into your online SLC account to make manual, extra payments via card or bank transfer at any time to clear the balance faster.
  • Note: Financial experts like MoneySavingExpert generally advise against voluntary extra payments unless you are a very high earner, because any remaining loan balance is completely written off after 30 to 40 years anyway (depending on your plan).

UK, Paying back your university student loan after course completion

Project Management, Budgeting vs Forecasting

Project Management, Budgeting vs Forecasting
Project Management Budgeting versus Forecasting
Project Management, Budgeting vs Forecasting

IT Project Triangle, Scope, Timeline and Budget

IT Project Triangle, Scope, Timeline and Budget
IT Project Triangle, Scope, Timeline and Budget

Proper Contingency Planning

Proper Contingency Planning

Top 10 Conditional Calculations in Microsoft Excel

Top 10 Conditional Calculations in Microsoft Excel

Project Management Templates bundle with free upgrades

Mark Whitfield’s Project Management templates are a comprehensive, editable suite of over 200 documents designed for Agile, Waterfall, and PRINCE2 methodologies, based on over 30 years of project delivery experience. Available through his website (click banner link above), Etsy, Flevy and Eloquens, these templates are designed to be used across the project lifecycle—from initiation to closure—and include lifetime free updates and additions. 

Many POaP Plan On a Page examples

Full Overview of Mark Whitfield Template Bundle

The bundle, priced at around £38.00 (as of April 2026), provides tools for MS Excel, Word, PowerPoint, and MS Project (.mpp). 

1. Planning & Scheduling

  • MS Project (MPP / MSP): Includes full PRINCE2 7th Edition, Agile Scrum, and SDLC (Software Development Life-cycle) plans.
  • Excel Detailed Plans: Includes Gantt chart tracking for users without MS Project.
  • Plan on a Page (POaP): Over 30 PowerPoint examples for executive summaries. 
Example Plan On a Page POaP

2. PRINCE2 & Governance

  • Full set of over 200 documents including Project Initiation Document (PID), Business Case, Work Packages, Risk Management Strategy, and Configuration Item Records.
  • Reporting: Highlight reports, exception reports, and end-stage reports. 
PRINCE2 Delivery Plan in MS Excel Example

3. Tracking & Risk Management

  • RAID Logs: Comprehensive trackers for Risks, Assumptions, Issues, and Dependencies (includes simple and detailed versions).
  • Finance Trackers: Simple and full project finance trackers (forecasting, actuals, variance, rate lookups).
  • RACI Matrix: Resource Responsibility Assignment Matrix. 
Many Project Budget / Financial Tracker examples

4. Execution & Delivery

  • SDLC: Detailed Software Development Life-cycle plans.
  • Deployment/Runbook: Execution and release planning documents.
  • Agile: Burn down and burn up charts. 
Example Agile Scrum Burn Down Chart

Detailed Timeline by Project Life Cycle

Templates provide detailed MS Project (.mpp) and Excel schedules that map out the standard project life cycle over time. The plans include notes and color-coded tasks (black: standard task, blue: artifact creation, brown: decision/event, purple: artifact update). 

Example MS Excel Delivery Plan

1. Project Startup / Initiation Phase 

  • Tasks: Project Mandate, Project Brief preparation, Appoint Project Board, Define Project Approach.
  • Key Templates: Project Brief, PID, Business Case, Project Board Structure. 

2. Planning Phase

  • Tasks: Develop the PID, Create Detailed Gantt Plans, Create Budgeting/RAID Logs, Setup Communication Strategies.
  • Key Templates: Detailed MS Project Plans (Waterfall/Agile), RACI Tracker, RAID Log. 

3. Project Execution / Control Phase

  • Tasks: Weekly Status Reporting, Risk Management, Managing Product Delivery, Stage Assessments.
  • Key Templates: Highlight Report, Issue Register, Daily Log, Financial Tracker. 

4. Project Close Phase

  • Tasks: Handover, Project Evaluation, Lessons Learned, Finalize Costs, Close Project.
  • Key Templates: End Project Report, Lessons Log, Benefits Realization Plan. 

Summary of Key Features

  • Fully Editable: Designed to be tailored to specific project needs (PRINCE2 Principle 7).
  • Access: Compatible with Desktop, Tablet, Smartphone, and Cloud (Microsoft Teams/SharePoint).
  • Support: Free lifetime upgrades (and additions) to the latest template package after purchase. 
  • Click on link in website banner above to purchase full templates bundle

Project Management Templates bundle with free upgrades.